+273.4%
FTC vs VOO
+315.3%
-41.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.2% |
| 7D | +1.3% | -0.4% | +1.6% | +1.7% |
| 30D | -3.9% | -1.4% | -2.6% | -2.5% |
| 3M | -2.3% | +3.7% | -6.0% | -5.7% |
| 6M | +9.8% | +13.0% | -3.2% | -2.8% |
| YTD | +10.3% | +12.4% | -2.2% | -1.8% |
| 1Y | +11.0% | +18.6% | -7.6% | -6.3% |
| 3Y | +75.6% | +78.1% | -2.5% | -1.8% |
| 5Y | +53.1% | +82.3% | -29.2% | -16.1% |
| 10Y | +273.4% | +322.5% | -49.1% | -14.9% |
| All | +273.4% | +315.3% | -41.9% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling